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For every Performance Review, you will need to determine what goals will be appearing on the performance review and/or what metrics will be evaluated.  There is a lot of customization and flexibility that comes with setting up goal types, with opportunity to support users with attaining business competencies as well as personal development. 

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There are several ways that you can set up your Goal Type, each way dictating how the Goals within that Goal Type appear.  This ensures the Goals are all formatted consistently and have the same options.  The various options provide copious amounts of flexibility – but you can make your Goal Type as simple or as complex as your needs! 

Settings

These fields will help you define the specific settings of your Goal Type.

Field Name

Description

Code

Internal code for organization; only seen by administrators.

Name

The name that will show as the section title and is seen by end users.

Measurement

This controls whether or not the measurement fields are shown and/or are required to be filled out by the associate.

Expand
titleClick Here If You Are Using Measurements For More Information

If you are using measurements, there are additional options to be completed.

Example of measurement fields in a goal:

Measurement [Disabled/Optional/Required] – This controls whether or not the measurement fields are shown and/or are required to be filled out by the associate. The measurement field allows the associate to put in what they want to use to measure whether or not the goal was successful and what it means to “Meet” or “Exceed” the expectations of the goal.

 Measurement Label –This is the label that will show above the first measurement field. It will default to “Meets Expectations” if left blank and the Measurement setting is enabled.

 Measurement Info – Enter in any help text that will appear to the associate if they hover over the blue info-bubble. If left blank, the info bubble will not show.

 Exceeds Expectations [Disabled/Optional/Required] – This controls whether or not an additional measurement field will show for the associate to enter in how they would measure if they had exceeded expectations for the goal. Ignore this setting if Measurement is Disabled.

 Exceeds Expectations Label – This is the label that will show above the second measurement field. It defaults to “Exceeds Expectations” if left blank.

 Exceeds Expectations Info – Enter in any help text that will appear to the associate if they hover over the blue info-bubble. If left blank, the info bubble will not show.

 Actual Results [Disabled/Optional/Required] – This controls whether or not the actual results measurement section is shown and/or is required to be filled out by the associate. The actual results field lets the associate note what the actual results that they achieved at the end of the performance period were.

 Results Label –This is the label that will show above the actual results field. It will default to “Actual Results” if left blank.

 Results Info – Enter in any help text that will appear to the associate if they hover over the blue info-bubble. If left blank, the info bubble will not show.

Due Date

Allows a due date to be set for the goal and determines whether a goal is required to have a due date.

Actions

Enabling allows users to create an action plan with smaller steps inside of the goal.

Examples of Actions in a Goal

Comments

Enabling allows associate and their supervisor to leave comments on the goal. This might be used for check-ins or to record progress during the year before the evaluation.

Examples of Comments in a Goal

Info

Evaluation comments are not controlled through this setting

Cascading

Enabling allows supervisors to cascade a goal down to anyone within their Supervision Pyramid.

Goals Added By

This field has you determining how goals will get added and who may add them. This will disable adding goals to this goal type by anyone not including in the list you select. Options include:

  • Associate, Supervisor/HR, Auto-Assign

  • Supervisor/HR, Auto-Assign

  • Associate, Auto-Assign

  • Auto-Assign only

Auto-Assign Cut-Off Date

You can auto-assign Goals in the Goal Library to positions of users. If you do that, Goals will be automatically added and removed as users fall in and out of the position. Once the Auto-Assign Cut-Off Date is reached, the Goals are no longer dynamically added/removed.

Evaluation Box Label

The label that appears on the goal’s evaluation box during a performance review. It will default to “Evaluation.”

Example of Evaluation Box label inside of a goal

Requires Approval

If enabled, associates may add a goal to this Goal Type but it will require a supervisor’s approval.

Info

This should be used in conjunction with the Goals Workflow.

Is Active

If checked, this Goal Type is active and can be used in a performance evaluation. If unchecked, the Goal Type will not be able to be used and will be marked inactive.

Instructions

Use these fields to provide your associates with specific instructions at the various stages of the Performance Review process. The default instructions can be overridden at the Performance Review level to allow for customization per review/evaluation form.

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